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Filter by name, location, specialty, or legal structure. Use the sortable table to compare AUM, team size, and reputation links (SEC, FINRA, BBB).
Advisory firms — LLCs, partnerships, and sole proprietors that households typically hire directly.
29,903 advisers found
Compare advisers as cards or a sortable table with reputation links.
Showing 24 of 24 on this page. Click column headers to sort. Verify reputation via SEC, FINRA, and BBB links.
| Fees | Reputation | Profile | |||||
|---|---|---|---|---|---|---|---|
| FIRST MASON FINANCIAL, LLC CRD 145025 | Medina, OH | Advisory firm LLC | $185.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| DELOS CAPITAL ADVISORS CRD 300734 | Dallas, TX | Advisory firm LLC | $185.6M | 6 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ARCHER POINTE WEALTH MANAGEMENT, LLC CRD 308777 | Davis, CA | Advisory firm LLC | $185.6M | 2 advisors | Hourly charges · Fixed fees +1 more | View | |
| CROWN POINT WEALTH ADVISORS CRD 322424 | Hood River, OR | Advisory firm LLC | $185.5M | 3 advisors | Percentage of AUM | View | |
| HOFFMAN CAPITAL ADVISORS LLC CRD 287766 | Cranberry Twp, PA | Advisory firm LLC | $185.4M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NETWORTH ADVISORS, LLC CRD 311621 | Canonsburg, PA | Advisory firm LLC | $185.4M | 6 advisors | Percentage of AUM | View | |
| AHARA ADVISORS CRD 312385 | Jersey City, NJ | Advisory firm LLC | $185.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MEADOWBROOK INVESTMENT ADVISORS LLC CRD 109960 | Livonia, MI | Advisory firm LLC | $185.2M | 3 advisors | Percentage of AUM | View | |
| EMISSARY WEALTH CRD 308002 | Hackensack, NJ | Advisory firm LLC | $185.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BOON CAPITAL ADVISORS LLC CRD 174016 | Northbrook, IL | Advisory firm LLC | $185.0M | 1 advisors | Percentage of AUM | View | |
| JACKSON AVENUE, LLC CRD 158854 | CA | Advisory firm LLC | $185.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| STRATEGIC ADVISORY SERVICES, L.L.C. CRD 108706 | Houston, TX | Advisory firm LLC | $184.9M | 3 advisors | Percentage of AUM; THIRD PARTY REFERRAL FEES (SELECTION OF OTHER ADVISERS) | View | |
| BRINDLE & BAY FINANCIAL ADVISORS, LLC CRD 291747 | Frisco, TX | Advisory firm LLC | $184.8M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| PCB CAPITAL LLC CRD 309784 | East Brunswick, NJ | Advisory firm LLC | $184.8M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| TORREY-PAYNE WEALTH MANAGEMENT CRD 336703 | Pasadena, CA | Advisory firm LLC | $184.8M | 1 advisors | Percentage of AUM | View | |
| LOGIC WEALTH MANAGEMENT, LLC CRD 153453 | Pasadena, CA | Advisory firm LLC | $184.7M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SUMMIT FINANCIAL WORKING WITH PEOPLE YOU TRUST CRD 126570 | Sterling Heights, MI | Advisory firm LLC | $184.7M | 6 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| VISION ONE MANAGEMENT PARTNERS, LP CRD 316551 | Miami, FL | Advisory firm LP | $184.7M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| STATERA WEALTH MANAGEMENT CRD 333710 | St.. George, UT | Advisory firm LLC | $184.7M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| GREENWAY WEALTH ADVISORS, LLC CRD 290727 | Charlotte, NC | Advisory firm LLC | $184.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STORGATE, LLC CRD 334632 | NC | Advisory firm LLC | $184.5M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| AVAIL INVESTMENT PARTNERS, LLC CRD 315678 | Lemont, PA | Advisory firm LLC | $184.5M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SELKIRK WEALTH ADVISORS, LLC CRD 173605 | Spokane, WA | Advisory firm LLC | $184.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RED MOUNTAIN FINANCIAL, LLC CRD 277100 | Fort Collins, CO | Advisory firm LLC | $184.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |